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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,889 | $51,638-18.9% | $129,406-67.6% | $80,959-48.3% |
| Participation rate | 32.8% | 56.9%-24.1pp | 69.6%-36.8pp | 67.7%-34.9pp |
| Annual return | 9.11% | 20.78%-11.7pp | 9468.18%-9459.1pp | 35.67%-26.6pp |
| Employer contribution / active EE | $641 | $1,584-59.5% | $4,155-84.6% | $2,757-76.7% |
| Participant deferral / active EE | $1,375 | $2,670-48.5% | $4,167-67.0% | $4,300-68.0% |
| Admin fee / account holder | $6,326 | $4,313+46.7% | $7,689-17.7% | $6,925-8.7% |